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The Vacuum
The Partner
Strategic Financial Sounding Board
You have the day-to-day operations covered. We provide the C-suite level guidance you need for the pivotal moments that define your future.
The CEO's Dilemma
Even with a competent finance team, the top seat is often structurally isolated. Operational data isn't the same as strategic insight.
This is where Metrify bridges the gap.
The Gap
The Experience
The Stress Test
The Confidence
Your Strategic Rhythm
We integrate into your leadership cadence, providing high-value touchpoints exactly when you need them.
Click the phases below to explore the engagement.
The Monthly Strategic Session
This is your dedicated 'step back' moment. We spend 90 minutes reviewing performance not just against budget, but against strategy. We stress-test your new ideas, review cash flow runways, and ensure you are navigating upcoming decisions with eyes wide open.
▶ Review key performance indicators & trends
▶ Deep dive into one critical strategic topic per month
▶ Unfiltered feedback from an independent peer
Board Meeting Preparation
Never walk into a board meeting unprepared again. We help you craft a clear, compelling financial narrative. We review your Board Pack before it goes out, ensuring the numbers tell the right story and anticipate the tough questions directors will ask.
▶ Review & critique of Board Pack materials
▶ Attendance at quarterly board meetings (optional)
▶ Financial Q&A support during the meeting
On-Call Advisory
Strategy doesn't happen on a schedule. When a crisis hits or an opportunity arises, you have direct phone and email access. Whether it's a sudden offer to buy the company or a cash flow crunch, we are your first call.
▶ Direct phone & email access
▶ Quick turnaround on specific queries
▶ Sounding board for urgent decisions
Annual Strategic Planning
Once a year, we dig deep. We bring a senior financial perspective to your annual planning and budgeting process. We challenge your assumptions to ensure your goals are ambitious yet achievable, aligning your budget with your long-term vision.
▶ Budget model review & stress-testing
▶ Goal setting & KPI definition
▶ Resource allocation strategy
Who This Is For
Leaders with Teams, But No Peer
The Strategic Sounding Board is designed for leaders who need high-level strategic input, not operational management. You likely have a bookkeeper or Financial Controller, but they can't help you validate a major acquisition or prepare a board narrative. If you need a partner to stress-test your thinking, this is the ideal fit.
Frequently Asked Questions
How is this different from a business coach?
While a business coach focuses on leadership development and broad strategy, we provide specialised financial expertise. We validate the financial implications of your decisions, model outcomes, and prepare you for high-stakes conversations with numbers, not just theory.
What decisions can you help me validate?
We help with critical pivots, including major capital expenditures, new market entry analysis, product pricing strategies, annual budget sign-offs, and assessing the financial viability of partnerships or acquisitions.
Is this suitable if I'm not raising capital?
Absolutely. This service is designed for sound financial governance during the normal course of business. It provides the oversight needed to drive sustainable growth and profitability, regardless of whether a transaction is on the immediate horizon.